Difference between revisions of "Migrating to the Employee Portal"

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{{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration|System]] > [[Manage Portals]] > Manage Employee Portal|[[:Category:Administration|Index]] }}
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{{bluebanner|[[Main Page|Home]] > [[Applications]] > [[Collaboration]] > [[Employee Portal]] > Migrating To The Employee Portal |[[:Category:Collaboration|Index]]}}
 
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==Introduction==
 
==Introduction==
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The ''Manage Employee Portal'' option within Hornbill Administration is the starting point to enable and provide the base settings for your Employee Portal. 
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== Related Articles ==
 
== Related Articles ==
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:* [[Employee Portal]]
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:* [[Employee Portal Page Configuration]]
 
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:* [[Service Domains Administration|Service Domains]]
 
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:* [https://community.hornbill.com/forum/155-employee-portal/ Employee Portal Feedback]
 
 
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== Settings ==
 
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The Employee Portal Settings offer a number of options to customize the Header, Body, and Footer of the Employee Portal Pages.  This includes setting default images, colours, and contact information.
 
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=== Header ===
 
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[[File:EmployeePortalHeader.png|right|300px|link=https://wiki.hornbill.com/images/5/55/EmployeePortalHeader.png]]
 
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{{Bullet1|Logo|Add your company logo to the Employee Portal to give it some branding. Your logo will be displayed on the right side of the header.  Adjust size, background style, and color of your logo to fit in with the Header Background.}}
 
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{{Bullet1|Background|The Header Background can can be configured to set the height and the color, or add a background image.}}
 
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{{Bullet1|Text|The Text on this page includes the main title of the page and the list of different Service Domains.  These options let you set the text color and the text background color to provide some contrast between the text and a background image.}}
 
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{{infobox|Images used for the logo and header background require a URL or link to an image that is stored in a location that is accessible by all users, such as a company web server. They cannot be uploaded to Hornbill}}
 
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=== Body ===
 
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:* '''Background'''
 
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:: Options to either set a background or apply an image to the main body of the portal
 
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:* '''Section'''
 
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:: Sets the default colors for the widgets that are added to the page
 
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:* '''Popup'''
 
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:: Sets the default colors for popup boxes
 
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=== Footer ===
 
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:* '''Style'''
 
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:: Set the color and font options to use within the page footer
 
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:* '''Social Information'''
 
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:: This section allow you to specify your social media accounts Twitter, LinkedIn, YouTube, and Facebook. Only the account ID is needed.  We'll take care of the links. These are displayed with the appropriate social media logo.  Any logo that you do not want to display, leave the account name blank.  If you would like to complete remove this section, deselect the check box next to the ''Social Information'' title.
 
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:* '''Contact Information'''
 
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:: Add the contact details to let you users know who to contact if they have questions about the page.  Any field that you do not want to display, leave blank. If you would like to complete remove this section, deselect the check box next to the ''Contact Information'' title.
 
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:* '''About Details'''
 
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:: Add a bit of information for your users to describe this page. If you would like to complete remove this section, deselect the check box next to the ''About Details'' title.
 
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{{infobox|By deselecting all three check boxes, you can completely remove the footer from the page.}}
 
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<br>
 
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=== Settings ===
 
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These setting can plan a key role in how you first introduce the Employee Portal to your users. '''Make sure you are familiar with these settings and when to use them'''.
 
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<br>
 
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:* '''Users to preview the Employee Portal'''
 
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:: This is an important 1st step to setting up your Employee Portal.  This setting allows you to add a list of comma-separated usernames of people you want to have access to the Employee Portal. This gives you the opportunity to have one or more people to test and feedback on the Employee Portal design, before you open it up to all users. Changing this setting will also be one of your last steps. Once you have completed your configuration and you are ready to make it available to all users, simply remove these names. Once the list of names is empty, it becomes available to everyone.
 
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:* '''Enable Employee Portal'''
 
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:: Turning this setting to ''On'' will make a new navigation menu item ''My Company'' available in the Home tile live.hornbill.com.  If you have provided one or more names in the previous setting, only those users will see the menu item.
 
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:* '''Hide My Services'''
 
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:: Turning the Service Portal (service.hornbill.com) off will possibly the last step in your transition to the Employee Portal.
 
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<br>
 
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<br>
 
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== Company ==
 
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When a company is made up from of a number of subsidiary companies, you are able to define this structure within the Hornbill [[Organisation|Organization]] Structure using company Groups. Each defined company group can have its own settings applied in order to provide there own unique branding.  On the top right of the settings form you can select one of the available companies that you have defined in Hornbill.
 
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:* '''Primary Company'''
 
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:: This is the main configuration for the Employee Portal.  It will also be used as a template for any Company that is defined within the organization structure.  Settings here will be automatically applied to all other companies, unless a company has specified a different setting from the Primary Company.   
 
  
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{{infobox|A new attribute called ''Home Organisation'' has been added to the [[User Account]] which can be set on the ''Organisations'' tab for that user. Setting the ''Home Organisation'' for a user will have them directed to the appropriately branded page for their company. When a Home Organisation is not configured for a user, the ''Primary Company'' settings will be used. User imports can also be changed to automatically set the Home Organisation}}
 
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[[Category:Administration]]
 
[[Category:Administration]]

Revision as of 12:48, 1 April 2020

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Introduction

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